Wealth Management for

High Net Worth Individuals


You've spent your whole life building your wealth.

As you approach retirement, you might have some questions surrounding your financial readiness:

  • Is my portfolio built right? Do I have the right securities for my current situation, goals, and objectives?
  • Am I properly set up in the right taxable and tax-deferred accounts? Are my kids? Is my spouse?
  • Am I prepared for retirement? How much money will I need on a monthly basis? Is this possible for my current portfolio to accomplish?
  • Do I have the right kind of insurance? Estate plan? Retirement plan?

Consciously or unconsciously, everyone asks these questions.

At Chicago Partners, we serve as your guide to the financial industry, so you can develop the right answers for your financial life. Specifically, you'll go through the 5-Step Wealth Optimization Process to optimize your:

Accumulated wealth is the most responsive to well-executed financial strategies, meaning that choosing the right financial advisor is more important now than ever. 

Choose Chicago Partners, so you can focus more of your time on what you love, and let your team of financial professionals optimize your wealth for you.

Contact an Advisor

The 5-Step Wealth Optimization Process


The 5-Step Process is your tool to optimize your wealth management. You'll receive access to tools and guidance that includes:

  • Portfolio Audit
  • Investment Management
  • Tax Planning & Preparation
  • Advanced Financial Planning
  • Fiduciary Relationship

Independent & Fiduciary Registered Investment Advisor (RIA)


As an independent & fiduciary RIA, Chicago Partners ensures your financial advice is always in your best interest, your advisory fees are transparent (fee-only), and your financial goals & objectives are always the top focus.


Wealth Management for

High Net Worth Individuals


You've spent your whole life building your wealth.

As you approach retirement, you might have some questions surrounding your financial readiness:

  • Is my portfolio built right? Do I have the right securities for my current situation, goals, and objectives?
  • Am I properly set up in the right taxable and tax-deferred accounts? Are my kids? Is my spouse?
  • Am I prepared for retirement? How much money will I need on a monthly basis? Is this possible for my current portfolio to accomplish?
  • Do I have the right kind of insurance? Estate plan? Retirement plan?

Consciously or unconsciously, everyone asks these questions.

At Chicago Partners, we serve as your guide to the financial industry, so you can develop the right answers for your financial life. Specifically, you'll go through the 5-Step Wealth Optimization Process to optimize your:

Accumulated wealth is the most responsive to well-executed financial strategies, meaning that choosing the right financial advisor is more important now than ever. 

Choose Chicago Partners, so you can focus more of your time on what you love, and let your team of financial professionals optimize your wealth for you.

The 5-Step Wealth Optimization Process


The 5-Step Process is your tool to optimize your wealth management. You'll receive access to tools and guidance that includes:

  • Portfolio Audit
  • Investment Management
  • Tax Planning & Preparation
  • Advanced Financial Planning
  • Fiduciary Relationship

Independent & Fiduciary Registered Investment Advisor (RIA)


As an independent & fiduciary RIA, Chicago Partners ensures your financial advice is always in your best interest, your advisory fees are transparent (fee-only), and your financial goals & objectives are always the top focus.